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Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,416 | $217,432-98.9% | $185,851-98.7% | $167,553-98.6% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 6.55% | 148.43%-141.9pp | 122.11%-115.6pp | 478.89%-472.3pp |
| Employer contribution / active EE | $5,199 | $5,874-11.5% | $5,168+0.6% | $4,840+7.4% |
| Participant deferral / active EE | $832 | $6,357-86.9% | $5,569-85.1% | $6,343-86.9% |
| Admin fee / account holder | $53,981 | $19,820+172.4% | $16,245+232.3% | $12,316+338.3% |